Banking & Finance

relationship manager, premier wealth

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Job-type Full-Time
Job Category Banking & Finance
Industries Acc & Finance
Salary MYR 4,500 - 8,500 /Month
Who you'll be working for
A company that primarily focused on banking industry.
What requirements you'll need to be eligible

- Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, Professional Degree, Master's Degree, or Doctorate (PhD), in any field of study. 

- At least 2 years of working experience in sales related field is required for this position. 

- Must have licenses: FIMM, IPPC, PCE, CEILI, TBE. 

- Open to hire nationwide. 

What you'll be doing on the job

- Provide a complete range of on investment products and services offering to meet the needs of affluent customers with investable asset. 

- Develop new business opportunities. 

- Sell banking products and 3rd party products and services. 

- Build and maintain close business relationship with the High Net Worth (HNW) customers in providing value added investment. 

- Involve and implement operational and marketing activities of Premier Wealth Centre. 

- Handle all credit applications as well as the operational transactions within the permitted authority limit. 

- Be guided by Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent customers. 

Consultant Contact
Posted by: Mok Jing Ru
Phone: +6012 414 8117
Email: mokjingru@recruitfirst.co
Sound interesting?